Sales Manager - Wealth Management

You will be joining Top Quartile Financial Services Private Limited, a company based in Pune that specializes in financial planning, Mutual Funds distribution, Portfolio Management, Insurance, and other investment-related services. Our company offers customized research and analytical reports, along with a user-friendly mobile application for portfolio tracking and transactions. We prioritize ethics, trust, and superior quality in all our services, striving to align with our clients" evolving financial aspirations and create wealth for them. - Drive sales of financial products - Manage client relationships - Identify new business opportunities - Execute financial planning strategies - Meet potential clients and offer portfolio management advice - Conduct market research - Ensure client satisfaction - Collaborate closely with the research and analytical team To excel in this role, you should have: - Experience in sales, client relationship management, and business development - Knowledge of financial products, Mutual Funds, Portfolio Management, and Insurance - Strong analytical skills - Excellent communication and negotiation skills - Comfortable working independently and as part of a team - Relevant certifications in financial planning or wealth management advantageous - A Bachelor's degree in Finance, Business Administration, Economics, or a related field preferred.,